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InVision V7 Roles

The content below provides answers for InVision V7. If you’re on InVision V6, read this article instead. Not sure which version you're using? Find out now.

There are five user roles for teams in InVision V7:

  • Owner
  • Admin
  • Manager
  • Member
  • Guest
invision-v7-team-change-user-role.png

When assigning roles, remember that permission settings are managed primarily at the document level. People on your team—including owners, admins, and managers—do not automatically have access to every document created for the team. To learn more about configuring document permissions, check out this article: InVision V7: What are the permission settings for documents?

Looking for someone via the People tab? Click the Role dropdown to filter by specific user role.

Roles comparison

The following table should help you get familiar with the available user roles and their respective permissions:

Action

Owner

Admin

Manager

Member

Guest

Principle team settings
Manage team and subdomain Yes No No No No
Delete team Yes (contact Support) No No No No
Administrative team settings
Manage security settings Yes Yes No No No
Manage authentication settings Yes Yes No No No
Manage team subscription and billing information Yes Yes No No No
Manage team sharing settings Yes Yes No No No
People settings
Create, manage, and remove user groups Yes Yes Yes No No
Change user roles or remove users Yes Yes Yes No No
Invite new users to the team Yes Yes Yes Yes* No
See who else is on the team Yes Yes Yes Yes Sometimes
Document and Space settings
         
Create and manage their own spaces Yes Yes Yes Yes No
Create and manage their own documents Yes Yes Yes Yes Sometimes
Access documents and spaces they've been added to Yes Yes Yes Yes Yes
Create public share links Yes Yes Yes Yes Sometimes§
Export prototypes and/or screens Yes Yes Yes Yes Sometimes§

*Members can invite new users, but this is dependent on your team sharing settings.

Guests can only see other users on documents and in spaces they've been invited to join.

By default, guests can create documents and share them with members of the team; however, only members of the team can open guests' documents. An owner or admin of the team can edit this permission limitation by opening the global Team sharing settings and changing the Set the default document setting to Anyone with the link. There are a few important things to consider, however, before updating the default setting: Understanding team sharing settings

§If a guest has been invited to a prototype and their access is set to Can edit (managed in the Share dialog), that specific guest can create public share links for that specific prototype as well as export the prototype and screens. If the guest's access is set to Can review, that specific guest cannot export or create public share links for that prototype.

 

Owner

Each team has only one owner—the person who created the account for the team.

Along with being the only person who can delete the team account, the owner can manage the following:

  • Team settings—including team name, domain, icon, and sharing settings
  • Security and authentication settings—including passwords, time out requirements, and SSO
  • Billing information
  • Membership
  • User groups
  • Individual user roles—including promoting or demoting admins

The owner cannot do the following:

  • Archive or delete documents someone else created: Along with the person who created a document, only people who have joined the document and been granted editing rights can archive or delete it. If the document owner grants the team owner editing rights, the team owner could archive or delete the document.
  • Delete spaces someone else created: Only the person who created a space can delete it.
  • View every document: Only people who have been invited to a given document can view it.

It's not possible for another user to demote the owner to a role with lower access; however, the owner can transfer the role to a different person on the team.

Admins

You can assign multiple admins for your team. Like the owner, admins can manage the following:

  • Team settings—including the team icon and sharing settings
  • Security and authentication settings—including passwords, time out requirements, and SSO
  • Billing information
  • Membership
  • User groups
  • Individual user roles—including promoting or demoting other admins

Admins cannot do the following:

  • Delete the entire Enterprise team account: Only the owner can delete the account.
  • Manage the team name and subdomain: Only the owner can change these.
  • Archive or delete documents someone else created: Along with the person who created a document, only people who have joined the document and been granted editing rights can archive or delete it.
    If the document owner grants a team admin editing rights, the team admin could archive or delete the document.
  • Delete spaces someone else created: Only the person who created a space can delete it.
  • View every document: Only people who have been invited to a given document can view it.

Managers

The manager role can manage team membership as well as individual user roles. Teams can have multiple managers.

Here's a closer look at what managers can manage for your InVision V7 team:

  • Membership—including assigning or changing the role of other managers
  • User groups
  • Individual user roles—including promoting or demoting other managers
  • See who else is on the team

Managers cannot do the following: 

  • Delete the entire Enterprise team account: Only the owner can delete the account.
  • Manage security and authentication settings: Only the owner and admins can change these.
  • Manage the team name and subdomain: Only the owner and admins can change these.
  • Archive or delete documents someone else created: Along with the person who created a document, only people who have joined the document and been granted editing rights can archive or delete it.
    If the document owner grants a team manager editing rights, the team manager could then archive or delete the document.
  • Delete spaces someone else created: Only the person who created a space can delete it.
  • View every document: Only people who have been invited to a given document can view it.

Members

Intended for designers, developers, product managers, and other core contributors on the team, InVision V7 team members can see all spaces and documents made available to the team (as well as the spaces and documents they are specifically invited to join). You can have multiple team members on your team, and we typically find that the majority of users on a team are assigned the team member role.

Here's a closer look at what team members can do as part of your InVision V7 team:

  • Manage documents and spaces they create: No other role, including the owner, can edit the settings for documents and spaces created by another team member.
  • See who else is on the team
  • Share document links: Unless restricted by document sharing settings, members can share document links as wanted.

Team members cannot do the following: 

  • Delete the entire Enterprise team account: Only the owner can delete the account.
  • Manage security and authentication settings: Only the owner and admins can change these.
  • Manage the team name and subdomain: Only the owner and admins can change these.
  • Manage membership, user groups, and user roles: Only the owner, admins, and managers can do this.
  • Archive or delete documents someone else created: Along with the person who created a document, only people who have joined the document and been granted editing rights can archive or delete it.
    If the document owner grants a team member editing rights, the team member could then archive or delete the document.
  • Delete spaces someone else created: Only the person who created a space can delete it.
  • View every document: Only people who have been invited to a given document can view it.

Guests

The guest role is a paid, limited-visibility license intended for contractors, clients, or other collaborators who you don’t want to have full visibility into the team.

Depending on your InVision plan, you may also see the term active user on your invoices. To learn more about who qualifies as an active user—and therefore impacts billing—see this article: InVision V7: What are active users?

Guests' permissions are limited to the following:

  • View documents they've been added to—including prototypes, boards, and freehands
  • View spaces they've been added to
  • Archive or delete documents they can edit
  • Create new documents
    • By default, only members of your team can open documents that guests have created, because both the Anyone with the link setting is disabled within document Share dialog.
    • To give guests the option to edit the Anyone with the link share setting in each document they create, an owner or admin of the team must update the default team sharing settings.
    • While guests can obviously edit the documents they create, guests cannot edit documents that other people on the team have created—unless the creator shares the document with a specific guest and grants Can edit access via the document Share dialog.

Guests cannot access spaces or projects they have not been invited to join, nor can guests invite new users to join the team. You can have multiple guests for your team.


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